How it works
From first step to final signature
Settling an estate in Scotland follows the same path every time. We lay it out, do the heavy lifting, and keep you in control.
01 · Your plan
Know what to do, and when
Answer a few gentle questions and we build a plan for your family under Scots law, with every deadline worked out for you.
The first days
- Register the deathDone
- Tell Us OnceDone
- Find the original willIn progress
- Record what they ownedTo do
02 · The estate
Everything in one place
Add what they owned and owed as you find it. We write to every bank and insurer for you.
03 · Confirmation
Confirmation, prepared for you
We work out your route to Confirmation and prepare the papers, with solicitors behind the scenes.
Form C1 inventory
Petition for executor-dative
Letter to bank
04 · Sharing out
Share it out, and close it properly
Pay debts in the right order, see exactly who inherits, and finish with clear accounts and signed receipts.
Who inherits
- Surviving spousePrior rights£338,000
- Each child (×2)Legitim + free estate£13,100
Protecting you as executor
Executors are personally responsible for getting it right. We build the safeguards in, so nothing is paid out too early or to the wrong person.
Debts paid in the right order
Funeral costs and debts are settled before anything goes to beneficiaries.
Claims and deadlines tracked
Legal rights, cohabitant claims and the six-month wait are all built into your plan.
A clear record of everything
Estate accounts and signed receipts protect you if questions come up later.
Keep more of what they left
Start for free. Nothing moves forward without your approval.